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Jeff Collins - Cloverlay

Private Equity Fast Pitch

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The Shoe Leather Thing

There is a recurring theme across our portfolio of what internally we call the shoe leather thesis. You've got an over-resourced, over-experienced team relative to the lower end of the market. That's creating value through shoe leather on the streets and putting the pieces together. Once that portfolio is fully constructed and stabilized, you can think of the universal industrial real estate buyers that would love to get their hands on something worth $1.5 billion.

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